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palves
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Mitglied seit ‎Dez 19, 2016
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palves on August 02, 2017
Database Backups
Last week we experienced a situation where our data become duplicated and thereby corrupt. Hubspot had to issue a fix, however our data remains comprimised. We need an automated backup process so in the future we are able to recover the informa Beitrag ansehen
Antworten Idee Contacts & Companies
123 Likes
36 Antworten
Gelöst
b2cuser on Mai 12, 2017
CRM filter: OR operator between properties
I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. Is that possible? It's possible within the same property: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-to Beitrag ansehen
Antworten Diskussion
48 Likes
20 Antworten
palves
Teilnehmer/-in
Juni 27, 2017
Me too. Another user just requested this as well as a favorites type of button. Its something I requeste probably close to 2 years ago.
AndyPitre on April 04, 2017
Generate proposals/quotes from Deals and Products in the CRM
Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM. In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are mul Beitrag ansehen
Antworten Idee Contacts & Companies Deals Products & Quotes
183 Likes
71 Antworten
palves
Teilnehmer/-in
Mai 23, 2017
We would also like a field that can be checked yes/no to indicate whether something should be in our monthly forecast. The forecast as set up within...Beitrag ansehen
WV127806 on November 08, 2016
Contract value calculator
I'd like to be able to automatically calculate the annual or total contract value from a series of inputs e.g. deal unit volume x unit cost x term. (Ideally I'd like to be able to add cost indexation but that's another point) Can you not ma Beitrag ansehen
Antworten Idee Sales Reporting
42 Likes
21 Antworten
palves
Teilnehmer/-in
Mai 22, 2017
I have the same request - salesforce had this ability. In our case I have multiple products that make up a deal. I'd like to have the ability to a...Beitrag ansehen
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and Beitrag ansehen
Antworten Idee Contacts & Companies Deals
206 Likes
89 Antworten
palves
Teilnehmer/-in
Mai 22, 2017
This goes along with when you refer deals to other companies or have multiple companies (and reps) working on a deal.
Gelöst
b2cuser on Mai 12, 2017
CRM filter: OR operator between properties
I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. Is that possible? It's possible within the same property: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-to Beitrag ansehen
Antworten Diskussion
48 Likes
20 Antworten
palves
Teilnehmer/-in
Juni 27, 2017
Me too. Another user just requested this as well as a favorites type of button. Its something I requeste probably close to 2 years ago.
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